Surveys

Legacy Capitals’ Success Index™ Platform

Our Success Index platform provides you with tools that are based on our decades of experience working with financially successful families, their trusted advisors, and academic research.

Family Success Index™ (FSI)

The primary reason that family wealth dissipates in a few generations is a breakdown in what we refer to as the business of being family (not the family business). The business of being family has to do with how a family makes decisions together, how they communicate about important topics, and how the next generation is prepared, for example. In essence, the business of being family has to do with preparing the family for their assets, versus preparing the assets for the family. This index is to be completed by family members, and will provide an indication of strengths, opportunities, and alignments pertaining to the important aspects of the business of being family. When you respond to the statements in this index, please keep in mind there are no right or wrong answers, so just answer honestly. After family members individually complete this success index, a summary report will automatically be generated consisting of average ratings for each of the statements. All responses will be kept 100% anonymous!

Family Skills Success Index™ (FSSI)

Being related by blood or marriage is not enough to ensure agreement about how to share and make decisions about a family asset. Sharing an asset requires intention and skills. This index is to be completed by family members who presently or in the future will be responsible for sharing family assets such as a business, real estate, foundation, and so forth. The results will provide an indication of strengths, opportunities, and alignments pertaining to the critical skills required to share family assets. When you respond to the statements in this index, please keep in mind there are no right or wrong answers, so just answer honestly. After family members individually complete this success index, a summary report will automatically be generated consisting of average ratings for each of the statements. All responses will be kept 100% anonymous!

Legacy Capitals is a leading provider of training, coaching, and consulting services on topics such as wealth & values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy to financially successful families & family businesses, wealth advisors, family offices, and financial institutions.